Entry Level – Financial Advisor - FL, Ft Lauderdale (3074)
EquitableFort Lauderdale, Florida, United States
Posted October 25, 2025
Full Time
About the Company
Equitable Advisors is a financial services company that is committed to making a difference in the lives of its people and their communities.
Job Description
Equitable Advisors is a financial services company that offers a structured path to becoming a wealth manager through licensing and employment. The company is committed to making a positive impact in the lives of its clients and has a mission to make a difference in the lives of others.
Requirements
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Benefits
- Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)